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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,109 | $169,237-86.3% | $129,339-82.1% | $145,978-84.2% |
| Participation rate | 92.9% | 76.5%+16.4pp | 69.6%+23.2pp | 80.3%+12.6pp |
| Annual return | -79.38% | 14364.43%-14443.8pp | 9437.05%-9516.4pp | 550.52%-629.9pp |
| Employer contribution / active EE | $1,152 | $5,540-79.2% | $4,154-72.3% | $4,662-75.3% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |